Financial advisers looking for more investment opportunities for their clients may be interested in the news that Morningstar Associates Europe has added five new funds to its portfolio.
The different options are ranked in order of strategy, with very conservative, conservative, moderate, moderately aggressive and aggressive investment plans available.
Joe Grause, director of international investment consulting for Morningstar, said: "Changing regulatory conditions are requiring independent financial advisers to have a sound basis and process for their investment advice [models]."
The new funds will help the advisers to decide more accurately the needs of the client and what type of investment they want to make.
High street bank HSBC recently said that more people will be turning towards investment funds which track financial indexes such as the FTSE 100 in the coming years.
In a study of financial advisers, the major banking corporation found that 95 per cent were planning to "significantly or moderately" increase their investment exposure to index tracking funds in the next three years.
Morningstar adds investment options for advisers
Morningstar adds investment options for advisers
Wed, 02 Sep 2009
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